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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

1,458 Cr

Lock In Period

N/A

Expense Ratio

2.18

Benchmark

Nifty India Consumption Total Return

Exit Load

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.

Summary

Latest details for Sundaram Consumption Fund Growth include a 84.7289 NAV as of Mar 12,2026 and returns since inception of 44.16%. Minimum investments start at SIP ₹100. The Sundaram Consumption Fund Growth AUM is ₹1,458 Cr, with a lock-in of N/A years, expense ratio of 2.18%, and benchmark Nifty India Consumption Total Return. Exit load is - 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -9.71% returns, against a category average of -1.20% and a category best of 2.78%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-9.71-1.202.78
6M-14.981.7926.20
1Y-0.416.8422.28
3Y12.9717.43142.02

Portfolio Analysis

  • Equity: 98.68%
  • Debt: 1.32%
  • Others
As on: 2026-01-31
View allocation % by

1. Mahindra & Mahindra Ltd9.45%
2. Maruti Suzuki India Ltd4.26%

1. Bharti Airtel Ltd9.91%

1. Hindustan UniLever Ltd7.26%
2. Jyothy Laboratories Ltd1.85%

1. Titan Company Ltd5.79%
2. Kalyan Jewellers India Ltd2.34%

1. Nestle India Ltd4.04%
2. Britannia Industries Ltd3.29%

1. ITC Ltd7.02%

1. Zomato Ltd5.42%

1. Trent Ltd3.22%
2. Go Fashion (India ) Ltd1.41%

1. Apollo Hospitals Enterprise Ltd4.09%

1. S.J.S. Enterprises Ltd3.22%
2. Tenneco Clean Air India Ltd0.46%

1. Bajaj Holdings & Investment Ltd3.21%

1. United Spirits Ltd2.59%
2. United Breweries Ltd0.56%

1. Safari Industries (IndiLtd3.14%

1. Whirlpool of India Ltd1.95%
2. Electronics Mart India Ltd0.95%

1. Hero MotoCorp Ltd2.21%
2. TVS Motor Company Ltd0.41%

1. Jubilant Foodworks Ltd1.29%
2. Devyani international limited1.19%

1. Info Edge (IndiLtd1.86%

1. Brigade Enterprises Ltd1.80%

1. Avenue Supermarts Ltd1.69%

1. Asian Paints Ltd1.60%

1. Interglobe Aviation Ltd1.08%

About Fund

Sundaram Consumption Fund Growth managed by Sundaram Mutual Fund,is a Consumerscheme with Assets Under Management of ₹1,458 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.18. Under the expert guidance of Anuj Bansal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund Name1Y3Y
This FundMahindra Manulife Consumption Fund Growth2.572543.8989
This FundAditya Birla Sun Life Consumption Fund Growth4.142643.9376
This FundSundaram Consumption Fund Growth-0.405544.1599
This FundMirae Asset Great Consumer Fund Growth4.174947.5889
This FundTata India Consumer Fund Growth3.548753.741

FAQs

Sundaram Consumption Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Consumption Fund Growth is 2.18. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Consumption Fund Growth’s fund performance is as follows:
  • 1 Month : -9.71%
  • 6 Months : -14.98%
  • 1 Year : -0.41%
  • 3 Years : 12.97%
Returns of Sundaram Consumption Fund Growth are updated daily based on NAV of ₹ 84.7289 as on Mar 12,2026. Since inception, the return has been 44.16%.

You can invest in Sundaram Consumption Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Consumption Fund Growth is ₹1,458 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Consumption Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500